Build your resume with QuickBooks certification

Supercharge your career with QuickBooks Certification. Employers will swoon over you and your QuickBooks skills.
Achieve instant credibility with QuickBooks Certification. Show the world that you know QuickBooks and have the certification to prove it.
Be confident in your QuickBooks knowledge. The concrete skills you'll gain will help you tackle the most difficult QuickBooks challenges.

Three easy steps to get QuickBooks certified

Attend a training class

Our two-day Mastering QuickBooks class is a great way to start on your path to QuickBooks certification. In this class, you’ll discover everything from setting up QuickBooks to handling money in, money out, banking, payroll, and much more.

We have classes available nationwide. If you can’t find a class near you, don’t worry, you can attend a webinar from the comfort of your home or office. Now let’s help you find a class that works for you.

Get prepared
Attending training is the most important step to getting certified. Our QuickBooks training classes give you a great foundation of QuickBooks knowledge. The next step is to prepare to take the exam. The exam is challenging, but don’t worry, we’re here to help you get ready.

Shortly after attending our QuickBooks training, we’ll send you a QuickBooks Certification Study Guide. The guide is full of real life examples and tips and tricks to get you ready for the exam. We’ll also send you a practice exam. You’ll have the real exam experience with sample exam questions.

The best part is that all of this is included for free when you attend our QuickBooks training class.

Take the exam
You’re almost there! The final step is to take the QuickBooks Certification exam. By this time, you’ll have attended our class, worked through the QuickBooks study guide, and even taken the practice exam. You’ll be ready to knock it out of the park!

We’ll help you find a certified testing center to take the exam. Certiport (our 3rd party testing provider) has authorized testing centers all across the United States, so they’re easy to find. We’ll get you to the nearest testing center and get you on your way to certification.

What's on the QuickBooks certification test

QuickBooks setup – 6%

A student should know:

  • What information is required before they set up a QuickBooks file
  • How to start a new company data file in QuickBooks (Express Start and Advanced Setup – formerly called the Easy Step Interview)
  • How to keep the lists and preferences from an old file while removing old transactions
  • How to customize the Home page
  • How to set up lists (customers, vendors, items, etc.). This includes understanding which names and items should appear on which lists

Utilities & general product knowledge – 12%

A student should know:

  • How to navigate or move around QuickBooks (use Home page, menus, icon bar, etc.)
  • How to back up and restore a data file
  • How to determine the release number and how to update QuickBooks
  • How to use QuickBooks in single-user and multi-user mode
  • What editions of QuickBooks are available and how to find out which one they are using
  • How to password-protect QuickBooks
  • How and why to use preferences

Payroll – 12%

A student should know:

  • The differences between the payroll services available from QuickBooks
  • How to set up payroll (including employees, Federal and State taxes and basic payroll deductions) using the Payroll Setup Wizard
  • How to set up an employee’s earnings and sick or vacation time
  • How to track sick or vacation time (accruing hours and using “banked” hours)
  • How and why to setup payroll schedules
  • How to run payroll
  • How and why to pay payroll liabilities
  • How to prepare payroll forms (Form 941, W-2) in QuickBooks
  • Track time and use it for payroll or for invoicing customers

Items – 8%

A student should know:

  • How QuickBooks uses items to perform the necessary accounting behind the scenes
  • The different types of items and when to use each type
  • How to use items for different types of scenarios. These include companies that sell:
    • Products for a specified price
    • Deleting entries
    • Services for a specified price
    • Unique products or services that have different prices for each sale
    • One service or product

Sales – 10%

A student should know:

  • Who should be listed in the Customer Center
  • How to navigate and use the Customer Center
  • How to complete the workflow (from the sale-making the deposit) for:
    • Invoicing (A/R)
    • Sales Receipts (no A/R)
  • How QuickBooks uses the Undeposited Funds, Accounts Receivable, and checking accounts in the invoicing cycle
  • How and why to record a customer credit
  • How and why to create statements
  • How to handle bounced (NSF) checks

Purchases – 10%

A student should know:

  • Who should be listed in the Vendor Center
  • How to navigate and use the Vendor Center
  • The different workflows for making purchases:
    • Entering and paying bills (A/P)
    • Writing checks
    • Using a Credit Card
    • Using a Debit Card
  • How to record the transactions in the purchase workflows
  • How and why to record a vendor credit
  • How to complete the inventory workflow (Purchase Order to payment)
  • How to set up, collect and pay sales tax
  • Bank reconciliation

Basic accounting – 10%

A student should know:

  • What the basic financial statements are and have a basic understanding of what they mean.
  • The difference between cash and accrual reports
  • How and why to set a closing date
  • How to enter a Journal Entry if asked to do so by an accountant (they do not need to fully understand what accounts to debit or credit)

Reports – 16%

A student should know:

  • Why and how to use the Report Center
  • How to customize reports (collapsing subaccounts, etc.)
  • The basic question that each report answers (basic understanding of each report)
  • How and why to send reports to Excel (how to update/refresh Excel reports from QuickBooks)
  • How and why to process multiple reports
  • How and why to memorize reports

List management – 6%

A student should know:

  • How to manage lists (customers, vendors, items, etc.). List management includes:
    • Adding new entries
    • Deleting entries
    • Editing entries
    • Merging entries

Customization/saving time & shortcuts – 16%

A student should know:

  • How and why to memorize transactions (Automate Transaction Entry)
  • How to set up multiple users and what level of access can be granted or denied
  • How and why to create custom fields (customers, vendors, and employees)
  • How to customize an invoice

Where to take the exam

After class, you’ll receive an email with your certification voucher ($149.00 value), a practice test, and a link to locate a testing center. And if you can’t find a convenient location, one of our training advisors will help you find an alternative testing center to get you certified.


Our partners in certification. Dedicated to advancing your skills and demonstrating your achievement


Intuit QuickBooks is North America’s leading small business accounting software. Millions of businesses use QuickBooks to manage their small business accounting. We’re proud to be the only Intuit-endorsed QuickBooks training partner.


Certiport, a Pearson VUE business, is the world leader in performance-based certification exams and practice test solutions for academic institutions, workforce and corporate technology markets, delivered through an expansive network of over 12,000 Certiport Authorized Testing Centers worldwide.

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If you’re not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. See details.

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Cancelation and refund policies

Cancelation policy We'll refund your tuition (less a $45 processing fee) if you email us 5 (five) days prior to the class. Regrettably we have to be strict about this policy because we finalize our room and set up fees with the hotel 5 days before class begins.

Refund policy If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. We do not provide refunds if you do not attend class. We will, however, keep your credit so that you may attend another class in the future.